USPTO serial 87619701
ENVESTNET YODLEE FINCHECK
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 24, 2020
- Examiner
- EBAUGH, MICHAEL
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Redwood City, CA
Redwood City, CA
Redwood City, CA
CHICAGO, IL
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Martin R. Greenstein
Martin R. Greenstein TECHMARK A LAW CORPORATION4820 HARWOOD ROAD, 2ND FLOORSAN JOSE, CA 95124UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial assessment services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information services to others; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial information services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information services to others, namely, providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; Providing financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Providing financial information | ACTIVE | Sep 13, 2017 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Yodlee, Inc.
- Other trademarks owned by Yodlee, Inc.
- Other trademarks owned by Yodlee, Inc.
- Other trademarks owned by ENVESTNET, INC.
- Other trademarks in Class 036
- Similar marks named ENVESTNET YODLEE FINCHECK
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 24, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Aug 22, 2024 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Nov 24, 2020 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Oct 20, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 19, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 14, 2020 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 12, 2020 | IUAF | USE AMENDMENT FILED | — |
| Oct 12, 2020 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jun 19, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 18, 2020 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Jun 17, 2020 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jun 1, 2020 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Apr 17, 2020 | EXT4 | SOU EXTENSION 4 FILED | — |
| Oct 12, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 10, 2019 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Oct 10, 2019 | EXT3 | SOU EXTENSION 3 FILED | — |
| Oct 10, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Apr 13, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 11, 2019 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Apr 11, 2019 | EXT2 | SOU EXTENSION 2 FILED | — |
| Apr 11, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Oct 19, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 17, 2018 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Oct 17, 2018 | EXT1 | SOU EXTENSION 1 FILED | — |
| Oct 17, 2018 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Apr 17, 2018 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Feb 20, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 20, 2018 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Feb 20, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 31, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 12, 2018 | ALIE | ASSIGNED TO LIE | — |
| Dec 28, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 28, 2017 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Dec 28, 2017 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Dec 28, 2017 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Dec 28, 2017 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Dec 28, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 28, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 26, 2017 | NWAP | NEW APPLICATION ENTERED | — |